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Wealth Enhancement Trust Services’s MSCI MSCI Stock Holding History

Wealth Enhancement Trust Services’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$82.3K Buy
147
+11
+8% +$6.42K 0.01% 404
2026
Q1 		$73.3K Hold
136
– – 0.01% 400
2025
Q4 		$78K Buy
+136
New +$76.3K 0.01% 369

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Wealth Enhancement Trust Services's MSCI Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its MSCI (MSCI) stake by 8.1% in Q2 2026, buying an estimated $6.42K and bringing the position to 147 shares worth $82.3K. The position accounts for 0.01% of the portfolio, ranked #404.

Wealth Enhancement Trust Services first reported a position in MSCI in Q4 2025 and has held it in 3 quarters since. 802 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Wealth Enhancement Trust Services held 147 shares of MSCI worth $82.3K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 11 MSCI shares in Q2 2026, an estimated $6.42K.
  • MSCI made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #404 holding.
  • Wealth Enhancement Trust Services first reported a position in MSCI in Q4 2025 and has held it in 3 quarters since.
  • 802 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.